Adaco: Administrator Training Tasks

Overview

After any new full edition Adaco ‘Administrator & Configuration Review’ sessions, the following ‘homework’ usually needs to be completed before end-user training sessions take place.

Required

• Inventory Guides
  • Build all necessary ‘Locations’ as needed
  • - Adding locations to Outlets:
    Property -> Setup -> Location -> Location:
    For any outlets set as 'Location'-based (as opposed to 'Category',Locations need to be created.
    In the location screen an ‘Unassigned’ location will show for location based outlets. Select New to create more locations for each outlet. Location numbers can be sequential and have no effect in the system. Some customers choose to set aside a range for each outlet (eg 1-19 for Beverage store and 20-39 for General store) Please note once created the number of the location cannot be amended!
    
  • Update to maintain all department guides by placing all necessary Products for each Outlet on the guides

• Templates
  • Build all necessary Outlet and Purchase Requisition templates
  • HOD can then add to these and create their own, post-end-user training

• AdacoTraining
  • All users registered for Fourth University LMS will need to have all applicable sessions completed in the User Center
    • Set up all users with correct Outlet access, and the user group assignment

• Products & Vendors
  • Ensure Product and Vendor data is accurate, and that Products are linked to the appropriate Vendors

Nice to Have

• Quotations
  • When possible, please load initial Product quotations into the system
  • For more information on this process, see the following article - Adaco: Importing Quotations 
    
    
• Recipes
  • After end-user training, all Recipes are to be created in the system
  • For more information on this process, see the following article - Adaco: Creating a Recipe

Fourth Help Center Documentation Links

Property > Administration

• Adaco Administration: Property Preferences (General, Languages, Customisation)
• Adaco Administration: Property Preferences (Requisition)
• Adaco Administration: Property Preferences (Purchasing)
• Adaco Administration: Property Preferences (Inventory)
• Adaco Administration: Property Preferences (Receiving)
• Adaco Administration: Property Preferences (Recipe)
• Adaco Administration: Property Preferences (Communication and Security and Data Synchronization)

Property > Setup

• Adaco: Property Setup
• Adaco: Creating a Rate/Rate Schedule
• Adaco: Creating an Approval Route
• Adaco: Recipe Approval Routing
• Adaco: Creating a New User Group
  

Property > Products

• Adaco: Creating a Product
• Adaco: Product Approval Process
  

Property > Vendors

• Adaco: Creating a Vendor
• Adaco: Approving Vendors
  

Property > User Center

• Adaco: User Setup in the User Center